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Matthew Richard Medell

M Holdings Securities, Inc.

Dallas, TX

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Current Employers
M Holdings Securities, Inc.

1125 N.W. Couch Street Suite 900, Portland, OR 97209 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-18
  • TX RA
    APPROVED
    Since 2025-03-18

Branch Locations

2699 Howell Street Suite 1100, Dallas, TX 75204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital One Investing, Llc Plano TX 05/2017 02/2019
Fxcm Plano TX 01/2016 04/2017
Morgan Stanley Seattle WA 05/2019 06/2019
J.P. Morgan Securities, Llc. Plano TX 08/2019 Present
Unemployed Seattle WA 03/2019 04/2019
Unemployed The Colony TX 07/2019 07/2019
M Holdings Securities, Inc. Portland OR 03/2025 Present
  • 05/2017 → 02/2019
    Capital One Investing, Llc
    Plano, TX
  • 01/2016 → 04/2017
    Fxcm
    Plano, TX
  • 05/2019 → 06/2019
    Morgan Stanley
    Seattle, WA
  • 08/2019 → Present
    J.P. Morgan Securities, Llc.
    Plano, TX
  • 03/2019 → 04/2019
    Unemployed
    Seattle, WA
  • 07/2019 → 07/2019
    Unemployed
    The Colony, TX
  • 03/2025 → Present
    M Holdings Securities, Inc.
    Portland, OR
Previous Registrations
  • 2023-12-12 → 2024-12-20
    J.P. Morgan Securities Llc
    Plano, TX
    Plano, TX
    Chicago, IL
    Plano, TX
    Columbus, OH
    Columbus, OH
    Richardson, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-30
  • S66 Uniform Combined State Law Examination
    2022-03-30

View on SEC IAPD

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